IFP Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
4,588
-1,709
| -27% | -$215K | 0.02% | 774 |
|
|
2025
Q1 | $649K | Sell |
6,297
-789
| -11% | -$81.3K | 0.02% | 696 |
|
|
2024
Q4 | $773K | Sell |
7,086
-703
| -9% | -$76.7K | 0.03% | 593 |
|
|
2024
Q3 | $1.12M | Sell |
7,789
-1,740
| -18% | -$250K | 0.04% | 454 |
|
|
2024
Q2 | $1.05M | Sell |
9,529
-3,430
| -26% | -$378K | 0.04% | 433 |
|
|
2024
Q1 | $1.56M | Sell |
12,959
-576
| -4% | -$69.5K | 0.07% | 303 |
|
|
2023
Q4 | $1.4M | Buy |
13,535
+2,026
| +18% | +$209K | 0.07% | 316 |
|
|
2023
Q3 | $852K | Buy |
11,509
+3,353
| +41% | +$248K | 0.04% | 434 |
|
|
2023
Q2 | $635K | Sell |
8,156
-683
| -8% | -$53.2K | 0.03% | 567 |
|
|
2023
Q1 | $269K | Buy |
8,839
+124
| +1% | +$3.77K | 0.01% | 826 |
|
|
2022
Q4 | $304K | Sell |
8,715
-47,554
| -85% | -$1.66M | 0.01% | 1139 |
|
|
2022
Q3 | $1.76M | Sell |
56,269
-584
| -1% | -$18.3K | 0.05% | 443 |
|
|
2022
Q2 | $1.77M | Hold |
56,853
| – | – | 0.06% | 384 |
|
|
2022
Q1 | $1.77M | Buy |
56,853
+26,640
| +88% | +$828K | 0.06% | 384 |
|
|
2021
Q4 | $1.73M | Buy |
30,213
+27,846
| +1,176% | +$1.6M | 0.03% | 295 |
|
|
2021
Q3 | $110K | Sell |
2,367
-1,470
| -38% | -$68.3K | ﹤0.01% | 1209 |
|
|
2021
Q2 | $210K | Buy |
3,837
+2,148
| +127% | +$118K | ﹤0.01% | 880 |
|
|
2021
Q1 | $89K | Buy |
1,689
+139
| +9% | +$7.32K | ﹤0.01% | 1221 |
|
|
2020
Q4 | $65K | Sell |
1,550
-1,653
| -52% | -$69.3K | ﹤0.01% | 1332 |
|
|
2020
Q3 | $148K | Buy |
3,203
+1,029
| +47% | +$47.5K | 0.01% | 821 |
|
|
2020
Q2 | $73K | Buy |
2,174
+916
| +73% | +$30.8K | 0.01% | 1051 |
|
|
2020
Q1 | $32K | Sell |
1,258
-2,070
| -62% | -$52.7K | ﹤0.01% | 1307 |
|
|
2019
Q4 | $128K | Sell |
3,328
-1,593
| -32% | -$61.3K | 0.01% | 824 |
|
|
2019
Q3 | $175K | Buy |
+4,921
| New | +$175K | 0.01% | 818 |
|
|
2019
Q1 | $3K | Sell |
102
-4,526
| -98% | -$133K | ﹤0.01% | 2025 |
|
|
2018
Q4 | $121K | Sell |
4,628
-5,315
| -53% | -$139K | 0.01% | 1088 |
|
|
2018
Q3 | $246K | Buy |
9,943
+403
| +4% | +$9.97K | 0.01% | 972 |
|
|
2018
Q2 | $274K | Sell |
9,540
-1,596
| -14% | -$45.8K | 0.01% | 909 |
|
|
2018
Q1 | $370K | Hold |
11,136
| – | – | 0.02% | 747 |
|
|
2017
Q4 | $370K | Buy |
11,136
+616
| +6% | +$20.5K | 0.02% | 745 |
|
|
2017
Q3 | $288K | Buy |
10,520
+256
| +2% | +$7.01K | 0.01% | 936 |
|
|
2017
Q2 | $252K | Buy |
10,264
+4,305
| +72% | +$106K | 0.01% | 992 |
|
|
2017
Q1 | $140K | Buy |
5,959
+638
| +12% | +$15K | 0.01% | 1300 |
|
|
2016
Q4 | $98K | Buy |
5,321
+44
| +0.8% | +$810 | ﹤0.01% | 1468 |
|
|
2016
Q3 | $106K | Sell |
5,277
-320
| -6% | -$6.43K | 0.01% | 1322 |
|
|
2016
Q2 | $109K | Buy |
5,597
+5,495
| +5,387% | +$107K | 0.01% | 1280 |
|
|
2016
Q1 | $3K | Sell |
102
-3,148
| -97% | -$92.6K | ﹤0.01% | 2025 |
|
|
2015
Q4 | $58K | Buy |
+3,250
| New | +$58K | ﹤0.01% | 1506 |
|